Sales Desk Manager

Natixis Investment Managers; Boston, Northern (MA, KY); Hybrid; USD 125,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision coverage

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Job summary

Natixis Investment Managers seeks a Sales Desk Manager in Boston, MA to lead a team of internal wholesalers driving growth and client engagement. You will coach, train, and develop talent while aligning execution with distribution objectives.

The role emphasizes accountability, collaboration, and continuous improvement, with in-office expectations in Boston and a base salary disclosed under MA wage transparency. Travel up to 15% is expected.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3+ years in financial services; 2+ years in sales or client engagement.
• Proven leadership and coaching experience in sales teams.

Responsibilities

• Lead, coach, and inspire a team of internal sales professionals to achieve goals.
• Deliver training to strengthen sales execution and product knowledge.
• Use metrics to set priorities and raise performance.
• Collaborate with leadership to align strategy and client experience.
• Interview, onboard, mentor, and develop talent for retention.
• Foster an inclusive, high-performance culture.

Skills

Leadership

Coaching

Sales management

Communication

Strategic planning

Team motivation

Travel readiness

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Seismic

YCharts

MPI

WebEx

Microsoft Teams

Job description

The Sales Desk Manager will lead a team of internal wholesalers focused on driving sales growth, enhancing client engagement, and supporting the firm's broader distribution objectives. This role requires a leader who can balance talent development with business execution, creating an environment where individuals are challenged, supported, and empowered to perform at their highest level. The successful candidate will bring a demonstrated history of sales success, strong people leadership skills, and the ability to build a high-performance culture grounded in accountability, collaboration, and continuous improvement. This is primarily an in-office position based in Boston, MA

What you will do:

• Lead, coach, and inspire a team of internal sales professionals to achieve sales desk goals and grow their impact.


• Build sales capability through regular coaching, actionable feedback, performance management, and individualized development plans.


• Deliver training that strengthens sales execution, product knowledge, territory strategy, and client engagement.


• Use sales metrics and activity insights to set priorities, reinforce accountability, and help the team consistently raise performance.


• Bring energy and sales leadership to desk huddles, team meetings, coaching sessions, and day-to-day interactions.


• Partner with sales leadership and field teams to align strategy, coordinate coverage, and support a consistent client experience.


• Interview, onboard, mentor, and develop talent to strengthen the sales desk pipeline and support long‑term retention.


• Champion a collaborative, inclusive, and results‑oriented culture where people are motivated to do their best work.

What you will bring:

• Bachelor’s degree or equivalent work experience.


• Minimum of 3 years of financial services industry experience.


• Minimum of 2 years of sales experience, with a clear understanding of sales behaviors, advisor or client engagement, territory management, and activity-driven results.


• Experience leading, coaching, training, or developing sales professionals; sales management experience strongly preferred.


• A demonstrated ability to motivate people, provide candid feedback, reinforce accountability, and help team members build confidence and capability.


• Experience delivering sales training, onboarding, desk huddles, or learning sessions that improve execution, product fluency, and client conversations.


• Strong people leadership skills, including the ability to build trust, navigate performance conversations, and create an inclusive team environment.


• SIE, Series 7, and Series 63 required. Series 24 required within 6 months of employment.


• Familiarity with sales technology tools such as Salesforce, Seismic, YCharts, MPI, WebEx, and Microsoft Teams preferred.


• Strong communication, organization, relationship‑building, and time‑management skills.


• A proactive, solutions‑oriented leadership style with sound business judgment and a genuine commitment to helping others succeed.


• Ability to travel up to 15% of the time.

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

#NatixisIMCulture

In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $125,000 - $260,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job‑related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.